<p>（第一財經）11 月 19 日——儘管領先的中國鋰礦商和鋰鹽生產商盛新鋰能昨日表示正在準備與未來的戰略投資者簽署一項價值高達 170 億元人民幣（24 億美元）的長期供應協議，但其股票今天依然表現平平。</p>
<p>盛新鋰能的股價 [SHE:002240] 在全天波動，曾一度跌破昨日收盤價。最終以 38.12 元人民幣（5.36 美元）收盤，上漲 1.9%。</p>
<p>自深圳公司上月底宣佈華友鈷業將收購 6% 股份以來，股價已上漲約 43%。昨日股價在交易中達到自 2023 年 2 月初以來的最高點。然而，華友尚未完成投資程序。</p>
<p>盛新鋰能昨日表示，華友已同意在未來五年內購買 221,400 噸鋰鹽產品，引用了即將由雙方簽署的合作框架協議。雙方將根據市場現行價格協商實際交易價格。</p>
<p>根據行業網站 100ppi 提供的電池級氫氧化鋰的基準市場價格，依據第一財經的粗略計算，該框架合同的價值可能達到 172 億元人民幣。如果按照另一種鋰鹽氫氧化鋰的基準價格計算，總價值可能高出約 16%。</p>
<p>氫氧化鋰是製造高鎳三元正極材料的關鍵原材料。華友鈷業是總部位於桐鄉的華友的核心子公司，是全球鋰電池三元材料上游原材料（如鈷和鎳化合物）開採和加工的巨頭，也是全球主要的高鎳三元正極材料供應商之一。</p>
<p>盛新鋰能在全球範圍內運營鋰礦和鋰鹽加工設施。截至 6 月底，公司年產鋰鹽總產能為 137,000 噸，其中包括在印尼的 60,000 噸，依據公司最新的半年度報告。華友鈷業在印尼運營一家高鎳三元正極材料工廠。</p>
<p>編輯：金·泰勒</p>

盛新鋰能

<p>盛新鋰能的股價在宣佈與戰略投資者達成潛在 24 億美元鋰鹽供應協議後仍然保持低迷。該股票 [SHE:002240] 波動，最終收盤上漲 1.9%，報 38.12 元。自華友鈷業宣佈收購 6% 股份以來，股價已上漲 43%。華友計劃在五年內購買 221,400 噸鋰鹽，交易價值可能達到 172 億元。盛新鋰能的年產能為 137,000 噸，其中包括在印度尼西亞的 60,000 噸</p>

<p>(Yicai) Nov. 19 -- Shares in Chengxin Lithium Group remained lackluster today, even though the leading Chinese lithium miner and lithium salt producer said yesterday that it is preparing to sign a long-term supply agreement with a future strategic investor that could be worth up to CNY17 billion (USD2.4 billion).</p>
<div class="lb-trans"><p>（第一財經）11 月 19 日——儘管領先的中國鋰礦商和鋰鹽生產商盛新鋰能昨日表示正在準備與未來的戰略投資者簽署一項價值高達 170 億元人民幣（24 億美元）的長期供應協議，但其股票今天依然表現平平。</p>
</div><p>Chengxin Lithium's stock price [SHE:002240] swung throughout the day and at one point dipped below yesterday’s close. It ended the day up 1.9 percent at CNY38.12 (USD5.36).</p>
<div class="lb-trans"><p>盛新鋰能的股價 [SHE:002240] 在全天波動，曾一度跌破昨日收盤價。最終以 38.12 元人民幣（5.36 美元）收盤，上漲 1.9%。</p>
</div><p>The share price has surged around 43 percent since the Shenzhen-based firm said late last month that Huayou Holdings, a major producer of ternary cathode materials, would take a 6 percent stake. Yesterday it hit its highest point since early February 2023 during trading. However, Huayou has not yet completed the investment procedures.</p>
<div class="lb-trans"><p>自深圳公司上月底宣佈華友鈷業將收購 6% 股份以來，股價已上漲約 43%。昨日股價在交易中達到自 2023 年 2 月初以來的最高點。然而，華友尚未完成投資程序。</p>
</div><p>Huayou has agreed to buy 221,400 tons of lithium salt products over the next five years, Chengxin Lithium said yesterday, citing the cooperation framework agreement that is ready to be signed by the two parties. The two sides will negotiate actual transaction prices based on prevailing market rates.</p>
<div class="lb-trans"><p>盛新鋰能昨日表示，華友已同意在未來五年內購買 221,400 噸鋰鹽產品，引用了即將由雙方簽署的合作框架協議。雙方將根據市場現行價格協商實際交易價格。</p>
</div><p>Based on today's benchmark market price for battery-grade lithium hydroxide as given on industry website 100ppi, the framework contract could be worth CNY17.2 billion, according to Yicai’s rough calculations. If calculated using the benchmark price of another lithium salt, lithium carbonate, the total value could be around 16 percent higher.</p>
<div class="lb-trans"><p>根據行業網站 100ppi 提供的電池級氫氧化鋰的基準市場價格，依據第一財經的粗略計算，該框架合同的價值可能達到 172 億元人民幣。如果按照另一種鋰鹽氫氧化鋰的基準價格計算，總價值可能高出約 16%。</p>
</div><p>Lithium hydroxide is a key raw material used to make high-nickel ternary cathode materials. Huayou Cobalt, the core subsidiary of Tongxiang-based Huayou, is a global giant in the mining and processing of upstream raw materials for ternary lithium batteries, such as cobalt and nickel compounds. It is also one of the world’s major suppliers of high-nickel ternary cathode materials.</p>
<div class="lb-trans"><p>氫氧化鋰是製造高鎳三元正極材料的關鍵原材料。華友鈷業是總部位於桐鄉的華友的核心子公司，是全球鋰電池三元材料上游原材料（如鈷和鎳化合物）開採和加工的巨頭，也是全球主要的高鎳三元正極材料供應商之一。</p>
</div><p>Chengxin Lithium operates lithium mining and lithium salt processing facilities around the world. As of the end of June, it had a total annual production capacity of 137,000 tons of lithium salts, which includes 60,000 tons in Indonesia, according to the company's latest semi-annual report. Huayou Cobalt runs a high-nickel ternary cathode material plant in Indonesia.</p>
<div class="lb-trans"><p>盛新鋰能在全球範圍內運營鋰礦和鋰鹽加工設施。截至 6 月底，公司年產鋰鹽總產能為 137,000 噸，其中包括在印尼的 60,000 噸，依據公司最新的半年度報告。華友鈷業在印尼運營一家高鎳三元正極材料工廠。</p>
</div><p>Editor: Kim Taylor</p>
<div class="lb-trans"><p>編輯：金·泰勒</p>
</div>

儘管盛新鋰能計劃達成一項價值高達 24 億美元的鋰鹽供應協議，其股價仍然保持低迷